Configure a relationship type

The following fields are visible if you selected Related Record in the Select Relationship Type field.

Fill out the following field:

Field	What to select
Select Field for Reference	This is the field on the roster object that identifies the carrier. Select a field to link the items on. Usually, this is the carrier object's ID or account ID.

Click Continue.

Configure a junction object relationship type

The following fields are visible if you selected Junction Object in the Select Relationship Type field.

Fill out the following fields:

Field	What to select
Select Junction Object	The Select Junction Object dropdown is shown if you selected Junction Object as the relationship type. Select the object that relates the producer to the carrier object. Usually, this is the Producer Appointment object.
Select Reference to Carrier Object	Select a field that references the carrier object. This is the field that identifies the carrier on the junction object. Usually, this is the Account object.
Select Reference to Roster Object	Select the field that relates the junction object to the producer. Usually, this is the Contact object.

Click Continue.